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Disclaimer

This is not advice. Items herein are general comments only and do not constitute or convey advice per se. The information contained in these articles is for guidance only and should not be relied upon without obtaining professional advice having regard to your direct circumstances.

 

Personal Tax Return Checklist

Income:
• Group certificate(s)
• Statements of any allowances, Centrelink benefits or pensions
• Details of interest received on bank accounts
• Dividend statements
• Rental property statements from managing agent or details of any rental income received
• Details of any income from a trust or partnership

Deductions:
• Car log book and details of any other business-related travel expenses
• Receipts or details of any business-related expenses, like stationary, subscriptions, home office, tools, briefcase, computers/software or union fees
• Details of any income protection insurance expenses
• Receipts or details of any uniform/protective clothing expenses
• Receipts or details of any self education expenses related to your work
• Receipts or details of any donations/gifts
• Details of any interest, dividend or investment deductions, ie. investment advice costs
• Invoices or details of cost of tax preparation for last year’s return
Details of rental property expenses and rental property statements, including interest on any loans on the property 

Offsets & Rebates:
• Statement of private health insurance
• Receipts or details of out-of-pocket medical expenses
• Number and details of dependants

Other:
• Statements of any HELP/HECS debt or Financial Supplement Loan
• Details of spouse’s taxable income, tax file number and any spouse super contributions
• Pay As You Go instalment statements
• Copy of previous year's tax return if not prepared by us

 


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